Cloud-based login system where you and your clients can share files securely online on the goBUY NOW
Ability to encrypt your email, upload files securely, create password hint and add your own secure file upload signature in Outlook on the web. Follow the instructions below on how to install add-on.
Platforms (PC) - Office for business, Office 365 Small Business, Outlook on the web for Office 365 Business
Step 1 - Get Add-Ins
Log into Outlook Live and click 'New Message'. Compose message and then click the three dots on bottom of email message and select 'Get Add-Ins' (see below).
Step 2 - Find Add-In in Outlook Store
In the add-ins page, search for Client Track Portal and select the one for Outlook (see below). Click 'Add'. That's it! The add-in is free.
*Note - If you want to add add-in icon to your toolbar, follow Steps 3 - 5. If not, proceed to Step 6.
Step 3 - Outlook Settings (Optional)
Click the gear icon on top right and click on 'View all Outlook settings' on very bottom (see below).
Step 4 - Customize Actions (Optional)
From the sidebar, go to 'Mail > Customize Actions'. Scroll down to the 'Toolbar' section and check off 'Get Add-Ins' (see below) and click 'Save' on top. You can choose to do the same under the 'Message Surface' section (above 'Toolbar').
Step 5 - Add-Ins Shortcut
The Add-Ins icon appears on your toolbar next to three dots icons (see below). This is a shortcut to the Outlook Store.
Step 6 - Portal Add-In
Once again, click on the three dots icon on bottom of email message and go to 'Client Track Portal > Encrypt Email' (see below)
Step 7 - Encrypt Email
In the Encrypt Email window, this is where you'll upload your files by drag 'n drop, enter in expiry #, password and password hint. When ready, click on 'Encrypt and overwrite email body'.
Step 8 - Send Email
After you've encrypted your email and verify all of the information in email message, click 'Send'.
Step 9 - Email Notification
After email has been sent, the recipient will receive an email notification including a preview list of all of the uploaded files. To view the encrypted email content and files, click 'View/Download Encrypted Email' (see below).
* No Portal account required to view encrypted email *
Step 10 - View Encrypted Email
Enter in the password based on password hint and click 'Unlock' to view encrypted email.
Step 11 - Download Attached Files
In the encrypted email, you will see an email message from sender and attached files ready for download. Keep in mind, the links to the files will expire based on deadline date as indicated in the email notification (Step 5 screenshot).
We also offer a Client Track Portal app for your phone and tablet to make it much more convenient for you! The app is compatible with Android devices and available for download for FREE on Google Play.
Download Portal app now!